This guide will help you prepare and implement the Risika integration for HubSpot. By connecting the two systems, you can automate the enrichment of your company data and gain valuable credit insights directly on your HubSpot company records.

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Preparing HubSpot Properties

Before starting the actual implementation, it is important to prepare your HubSpot environment. The integration works by "mapping" Risika data to specific fields (properties) in HubSpot.

Preparation in 3 Steps:

  • Select Datapoints: Decide which information from Risika (e.g., revenue, score, or equity) is relevant to your team.

  • Create Fields in HubSpot: Ensure that corresponding properties have been created on the Company object.

  • Format Correctly: All properties must be created as the type "Single-line text". We recommend naming them clearly, e.g., "Risika: Revenue", so the source is always identifiable.

Required Identification Fields

For the integration to match companies correctly, the following three properties are mandatory:

  • Registration Number (ID): The company's VAT/CVR number. Data is only synchronized for companies where this field is populated.

  • Country Code: A property containing the country code (e.g., "DK" or "NO"). If you do not have this field, you can set up a simple HubSpot workflow to fill it based on the company's region.

  • Timestamp: A field (Single-line text) where Risika logs when the data was last updated.

  • Available Datapoints: You can choose freely between 22 different parameters, including: Master data (address, phone, email), Financials (revenue, profit, equity, debt), and Credit assessment (Risika score, credit limit, credit policy).

Implementing the Risika Integration

Follow these four steps to activate the connection:

  • Install the Risika App via this link: Risika APP

_Note: _You must have "App Marketplace" access permissions in HubSpot.

  • Create a Profile: Once the app is installed, create a profile with your email and a password of your choice.

  • Configuration and Mapping: Log in to the integration page and complete the setup:

  • Enter API Key: Insert your unique Risika API key (excluding the "jwt" prefix).

  • Mapping: Select your HubSpot properties from the dropdown lists next to the corresponding Risika datapoints.

  • Synchronization: When you click "Save changes", the first synchronization will begin within a few minutes.

  • Daily Updates: Data is automatically updated once every 24 hours.

  • Manual Update: Need an instant update for a specific company? Simply delete the content in the timestamp field in HubSpot, and a new sync will be forced within minutes.

Setting up Monitoring

You can automate your risk management by sending companies directly from HubSpot to a monitoring list on the Risika platform.

This is typically done via workflows—for example, when a deal becomes "Closed Won" or a lifecycle stage changes to "Customer." This ensures you receive immediate notifications if critical changes occur in your customers' finances.

Integration Documentation

You can find more detailed documentation for the integration here: https://hubspot-integration.risika.com/documentation

Need Help?

Are you ready to automate your company data in HubSpot, or are you experiencing technical difficulties with the settings?

  • Support: contact@risika.com

  • Personal Demo: Book a brief meeting where we can review your setup and show you how to get the most out of monitoring directly within your CRM.